Company lists · Data refreshed September 2026

Top 25 Budgeting and planning software companies based in the United States

RevenueBase identified 182 company matches for budgeting and planning software companies associated with the United States as of September 2026 and tracks 10,678 professional contacts across them, including 5,817 with verified work emails. New York is the largest hub.

This list covers company matches for budgeting and planning software companies associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 27, 2026 How this list was built
182Companies
10,678Contacts tracked
5,817Verified emails
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The 25 largest budgeting and planning software companies based in the United States

Ranked by team size
Top 25 of 182 company matches for budgeting and planning software companies based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 27, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchDallas, TX, United StatesHQ recorded Sep 27, 20261,001-5,0003,345 contacts →

Exact match

“Because decisions matter to your plan and the planet.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
2Exact matchRaleigh, NC, United StatesHQ recorded Sep 27, 20261,001-5,0001,964 contacts →

Exact match

“insightsoftware is a global provider of Connected Solutions for the Office of the CFO.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3Exact matchBoston, MA, United StatesHQ recorded Sep 27, 2026501-1,000790 contacts →

Exact match

“Board’s Enterprise Planning Platform delivers solutions that help over organizations worldwide plan smarter, enabling actionable insights and better outcomes.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
4Exact matchChicago, IL, United StatesHQ recorded Sep 27, 2026201-500654 contacts →

Exact match

“Strata Decision Technology is a leader in the development of cloud-based financial planning, decision support, and performance analytics solutions for healthcare, higher…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5Exact matchSan Francisco, CA, United StatesHQ recorded Sep 27, 2026201-500591 contacts →

Exact match

“Planful is the pioneer of financial performance management cloud software.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
6Exact matchPlano, TX, United StatesHQ recorded Sep 27, 2026201-500392 contacts →

Exact match

“Lumel is a leader in modern, end-to-end Enterprise Performance Management (EPM) products & solutions.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
7Exact matchNY, United StatesHQ recorded Sep 27, 2026201-500388 contacts →

Exact match

“Datarails is the AI finance operating system for finance teams.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8Exact matchCalabasas, CA, United StatesHQ recorded Sep 27, 202651-200162 contacts →

Exact match

“Solver delivers an AI-first approach for its extended financial planning and analysis (xFP & A) solution that increases access to actionable insights beyond the finance department…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9Exact matchPleasanton, CA, United StatesHQ recorded Sep 27, 202610001+147 contacts →

Exact match

“Workday Adaptive Planning is powering a new generation of business planning.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10Exact matchNew York, NY, United StatesHQ recorded Sep 27, 202651-200115 contacts →

Exact match

“Our mission is to help companies tell the story behind their numbers and shape what comes next We supercharge planning, accelerate analysis, and unify data to unlock the insights…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11Exact matchNew York, NY, United StatesHQ recorded Sep 27, 202651-20077 contacts →

Exact match

“Aleph helps top finance teams work with their data in real time.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
12Exact matchRaleigh, NC, United StatesHQ recorded Sep 27, 202651-20071 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
13Exact matchRoseville, CA, United StatesHQ recorded Sep 27, 2026201-50068 contacts →

Exact match

“As of April 30th we'll be moving to our new insightsoftware page.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
14Exact matchSan Antonio, TX, United StatesHQ recorded Sep 27, 202651-20060 contacts →

Exact match

“FP & A Software That Frees You From Spreadsheet Chaos.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
15Exact matchMinneapolis, MN, United StatesHQ recorded Sep 27, 202651-20058 contacts →

Exact match

“EBM partners with private equity-backed, VC-backed, and performance-driven private companies, together with the investment banks and PE deal teams advising them, to provide a…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
16Exact matchWashington, DC, United StatesHQ recorded Sep 27, 202611-5055 contacts →

Exact match

“FutureView Systems is focused on providing businesses finance solutions to rapidly transform their finance functions into strategic business partners.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
17Exact matchAustin, TX, United StatesHQ recorded Sep 27, 202651-20054 contacts →

Exact match

“Jirav is an all-in-one financial planning and analysis (FP & A) solution that delivers smarter financials and faster insights, helping you understand where your business has been…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
18Exact matchSan Francisco, CA, United StatesHQ recorded Sep 27, 202611-5051 contacts →

Exact match

“A3 Solutions is the developer of A3 Modeling.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
19Exact matchPlano, TX, United StatesHQ recorded Sep 27, 202651-20050 contacts →

Exact match

“At Motio, we help customers succeed in delivering and managing their business intelligence analytics faster.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
20Exact matchPiscataway, NJ, United StatesHQ recorded Sep 27, 202651-20043 contacts →

Exact match

“Since 1996 InetSoft has been delivering easy, agile, and robust business intelligence software that makes it possible for organizations and solution providers of all sizes to…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
21Exact matchGreenville, SC, United StatesHQ recorded Sep 27, 202611-5041 contacts →

Exact match

“Martus is a cloud-based budgeting, forecasting and reporting software tool that allows organizations and businesses to create, execute, and analyze budgets with ease.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
22Exact matchNew York, NY, United StatesHQ recorded Sep 27, 20261,001-5,00038 contacts →

Exact match

“Mosaic.tech is now Bob Finance by HiBob.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
23Exact matchLubbock, TX, United StatesHQ recorded Sep 27, 202651-20037 contacts →

Exact match

“AccountingWare is the developer of ActivityHD, a flexible and comprehensive ERP system allowing the sophisticated accounting department to manage the enterprise.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
24Exact matchSan Francisco, CA, United StatesHQ recorded Sep 27, 202611-5037 contacts →

Exact match

“Managing Performance is becoming a complicated task nowadays due to the different performance sources and the complexity of governing, reporting, validating, analyzing, and…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
25Exact matchPortland, ME, United StatesHQ recorded Sep 27, 202611-5032 contacts →

Exact match

“Quantrix is the world’s leading provider of business and financial modeling software.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase

Showing 25 of 182 budgeting and planning software companies based in the United States

See the full list, filter by size, metro and specialty, and access 5,817 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Budgeting and planning software companies based in the United States at a glance

As of Sep 27, 2026
54.5%Verified-email coverage
58.7Average contacts per company
11-50Median size (employees)
7.7%Largest-city concentration · New York
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
66
11-50
65
51-200
29
201-500
10
501-1,000
4
1,001-5,000
5
10001+
3

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 182 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with the United States whose business descriptions match “budgeting and planning software companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every displayed company carries at least one verified work email. RevenueBase tracks 5,817 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “budgeting and planning software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many budgeting and planning software companies are there based in the United States?

RevenueBase identified 182 company matches for budgeting and planning software companies associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

O9 Solutions, INC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most budgeting and planning software companies?

New York leads with 14 company records, followed by Chicago (8) and San Francisco (6).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 5,817 professional contacts with verified work emails tracked across these 182 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.